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Client Relationship Specialist

2 months ago

Skokie, Illinois, United States Bank of America Full time

Job Overview


This position entails delivering tailored and expert service to clients at the financial center, guiding them through a comprehensive range of banking and borrowing solutions that align with their life goals. The primary focus is on establishing new client connections and enhancing existing relationships by conducting personalized meetings and presenting bespoke financial solutions to support clients in reaching their financial aspirations. The role demands a balanced approach to sales performance, operational risk management, and client relationship nurturing by utilizing specialized knowledge.

Key Responsibilities:

  • Provides financial recommendations and insights that correspond with the client's financial objectives and requirements.
  • Cultivates and strengthens relationships with both new and current clients by leveraging the full spectrum of the bank's services.
  • Evaluates client financial circumstances and applies banking and borrowing expertise to suggest alternative or supplementary financial services that cater to the client's distinct priorities.
  • Engages with clients through proactive outreach and effective pipeline management, ensuring consistent follow-up to address client needs.
  • Makes informed decisions regarding client inquiries and refers them to the appropriate internal resources based on their requirements.
  • Collaborates with financial center leadership, performance managers, and market leaders to provide specialized coaching and guidance to financial center staff during meetings, ensuring exceptional client service delivery.

Required Qualifications:

  • Proven experience and success in business-to-business sales or small business banking.
  • Strong communication abilities with a knack for effectively influencing clients.
  • Excellent customer service skills, capable of managing the complete client experience and resolving issues.
  • Demonstrated sales achievements.
  • Ability to foster productive partnerships and collaborative relationships.
  • Experience in outbound sales via phone.

Desired Qualifications:

  • Familiarity with financial data, spreadsheets, and financial acumen.
  • Background in face-to-face customer service and sales.
  • Experience working with small business clientele.
  • History of meeting or surpassing performance goals.
  • Knowledge of small business products and services.
  • Bilingual capabilities.

Skills:

  • Client Relationship Management
  • Advisory Solutions for Clients
  • Customer and Client Orientation
  • Identification of Referrals
  • Risk Management Practices
  • Client Experience Enhancement
  • Credit Documentation Proficiency
  • Credit and Risk Evaluation
  • Pipeline Oversight
  • Referral Coordination
  • Attention to Detail
  • Team Collaboration
  • Issue Resolution
  • Prospecting Techniques
  • Relationship Development

Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent

Shift: 1st shift (United States of America)

Hours Per Week: 40